Sales Specialist, Global Strategic Accounts

Job summary

The Sales Specialist provides critical sales support, deal governance, and cross-functional coordination for Global Strategic Account Directors. Responsibilities include managing CPQ quotations, order entry, pipeline maintenance, and serving as a liaison between internal business functions and customers.

Job details

POSITION SUMMARY The Global Strategic Accounts Sales Specialist is a trusted commercial partner to Global Strategic Account (GSA) Directors, providing sales support, deal governance, and cross-functional coordination in support of Vertiv’s most complex and strategically important customer relationships. This role operates with autonomy and accountability, enabling GSA Directors to focus on long-term account strategy, executive engagement, and growth initiatives. As a key support function for the Global Strategic Account Directors, this position requires strong collaboration across all Vertiv business functions. Key areas of focus include responsibility for CPQ quotations, order entry, order tracking, customer reporting requirements, product applications assistance, and pipeline maintenance. The role requires solid business judgment, product and application understanding, and the ability to influence across a highly matrixed global organization while maintaining direct, professional engagement with customers. RESPONSIBILITIES Cross-Functional Leadership & Collaboration * Serve as a liaison between the GSA organization and internal stakeholders including Product Strategy, Technical Business Development, Sales Operations, Order Management, and Project Execution teams. * Drive alignment and timely resolution of commercial issues impacting customer commitments. * Influence stakeholders without direct authority to meet customer requirements and business objectives. Customer Engagement & Executive Support * Engage directly with customers as a knowledgeable commercial sales counterpart, representing Vertiv with professionalism and credibility. * Participate in customer meetings and calls to support deal execution, reporting, and future business opportunities. * Prepare and deliver customer-specific reporting, performance metrics, and commercial documentation through manual processes or customer e-commerce portals. Quotations, Pricing & Opportunity Management * Lead the development, maintenance, and revision of CPQ quotations and proposals, ensuring accuracy, compliance, and responsiveness. * Create and manage sales opportunities in CRM, maintaining pipeline integrity and supporting forecast accuracy. * Proactively manage Deviation of Policy (DOP) requests, partnering with leadership to build compelling business cases and drive timely approvals. * Participate in pipeline and forecast reviews, providing insight into deal health, timing, and risk. Order Management Oversight * Oversee end-to-end order entry for assigned accounts, ensuring completeness, accuracy, and adherence to commercial and technical requirements. * Coordinate seamless handoff to Order Management and Project Execution teams, mitigating execution risk. * Lead customer change order coordination, assessing commercial impact and driving internal alignment. Technical & Commercial Expertise * Maintain broad and deep knowledge of Vertiv’s products, solutions, and applications to support complex configurations and customer requirements. * Leverage CPQ tools effectively while identifying application-related questions and gaps that require further technical validation. * Serve as a commercial escalation point for order-related billing, collections, and tax exemption matters, coordinating with Finance and Tax teams as required. QUALIFICATIONS * 3-5 years of experience in sales operations, sales support, commercial execution, or a related customer-facing role. * Demonstrated ability to operate independently in a fast-paced, matrixed environment while supporting senior sales leaders and strategic customers. * Strong technical and commercial acumen with the ability to understand product applications and translate customer requirements into executable solutions. * Bachelor’s degree in Business, Engineering, Operations, or a related field preferred. * Advanced proficiency in Microsoft Word, PowerPoint, and Excel; experience with CRM, CPQ, and ERP systems (e.g., Oracle Sales Cloud and Order Management) strongly preferred. * Exceptional written and verbal communication skills, with the ability to build credibility and influence across diverse stakeholder groups. TRAVEL REQUIRED * Infrequent (<5%) The successful candidate will embrace Vertiv’s Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Inclusion. OUR STRATEGIC PRIORITIES • High-Performance Culture• Customer Focus • Operational Excellence • Innovation • Financial Strength VERTIV BEHAVIORS * Own it * Act with urgency * Foster a customer-first mindset * Think big and execute * Lead by example * Drive continuous improvement * Learn and seek out development * Promote transparent & open communication About Vertiv Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more. Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in Canada. This is not a position for which sponsorship will be provided. Individuals who need sponsorship for work authorization now or in the future, are not eligible for hire. Equal Opportunity Employer Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to help.join@vertiv.com [help.join@vertiv.com].

What you’ll do

The Sales Specialist provides critical sales support, deal governance, and cross-functional coordination for Global Strategic Account Directors. Responsibilities include managing CPQ quotations, order entry, pipeline maintenance, and serving as a liaison between internal business functions and customers.

Requirements

Candidates should have 3-5 years of experience in sales operations or a related customer-facing role. A bachelor's degree in business, engineering, or operations is preferred, along with proficiency in CRM, CPQ, and ERP systems.

Listed skills

• Order tracking · Preferred
• Microsoft Office · Preferred
• Cross-Functional Coordination · Preferred
• CRM · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales support
• Deal governance
• Cross-functional coordination
• CPQ quotations
• Order entry
• Order tracking
• Customer reporting
• Pipeline maintenance
• CRM
• Sales operations
• Commercial execution
• Technical acumen
• Commercial acumen
• Microsoft Office
• Oracle Sales Cloud
• Order management
• Project Implementation
• Communication
• Management
• Governance
• Operations
• Coordinating
• Operational Excellence
• Influencing Skills
• Influencing Without Authority
• Leadership
• Innovation
• Microsoft PowerPoint
• Microsoft Excel
• Continuous Improvement Process
• Customer Relationship Management
• Enterprise Resource Planning
• Finance
• Collaboration
• Accountability
• Sales
• Professionalism
• Customer Service
• Technical Requirements
• IT Infrastructure
• Business Objectives
• Forecasting
• Business Metrics
• Performance Metric
• Business Development
• Teamwork
• Collections
• Technical Validation
• Business To Business
• Verbal Communication Skills

Job areas

• Sales
• Customer Service & Support
• Management & Leadership
• Technology
• Administrative
• Global Strategic Account Manager
• Account Representative (General)
• Retail and Wholesale Trade Managers
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products